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Socio Economic Classification Template

Most consumer segmentation work uses generic income brackets that fail to reflect how consumers actually behave at the shelf. Without a disciplined socio-economic framework, brand and category decisions end up based on demographic shorthand rather than purchase logic.
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Tool's Overview

Most consumer segmentation work uses generic income brackets that fail to reflect how consumers actually behave at the shelf. Without a disciplined socio-economic framework, brand and category decisions end up based on demographic shorthand rather than purchase logic.

The Socio Economic Classification (SEC) Template provides a structured framework for classifying consumers into clearly defined socio-economic segments, with category and brand decisions mapped against each segment.

It replaces shorthand demographic thinking with a disciplined classification approach, illustrated through a worked toothpaste-category example so the logic transfers cleanly into your own categories.

What This Tool Does

This tool enables Trade Marketing and Sales teams to:

  • Classify the market into structured socio-economic segments with clear criteria
  • Map category behaviour and brand preferences against each segment
  • Use a worked toothpaste-category example as a reference model
  • Anchor portfolio, pricing, and distribution decisions in segment-level logic
  • Translate segmentation into commercial action at the channel and customer level

When to Use This Tool

This tool is typically used when:

  • Designing or refreshing a portfolio strategy for a new market
  • Building category and brand plans grounded in segment behaviour
  • Setting pricing tiers across socio-economic segments
  • Briefing distributors or retailers on consumer focus
  • Onboarding teams into a structured segmentation discipline

Who Should Use This Tool

This tool is intended for:

  • Trade Marketing Managers and Heads
  • Brand Managers and Category Managers
  • Sales and Distribution leadership
  • Strategy and commercial planning teams
  • Market entry and expansion teams

It is equally relevant for FMCG brand owners managing in-house teams and for distributors operating across multiple categories and channels.

How the Tool Is Structured

The tool is organised into the following working sections:

  • Instructions – guidance on how to use the SEC framework
  • SEC Classification Table – structured segment definitions with the toothpaste worked example

This keeps the tool focused on classification discipline and practical application.

Access Options

Free

$0

Select

$99

Unlimited

$999

FAQs

Do I need special software?

No, All tools are built in Microsoft Office.

Download links are sent by email.

Yes, they are fully editable.

Proprietary to OliiR Academy – For internal use only.

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